Identify Areas for Professional Financial Advice

The purpose of personal finance is more personal than finance, but there is value to having objective financial advisers in your corner. Seek out and interview any professional advisers you need to achieve specific goals in your plan.

Most people who itemize deductions can benefit from seeking a CPA to file their taxes. Similarly, parents with children should seek the help of an estate attorney to care for their children.

If you're looking for comprehensive help, Purposeful Strategic Partners offers financial planning beyond just investments and retirement planning - including budgeting, career advising, tax planning, business coaching, insurance planning, and debt management.